Zullo Investment Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-473
| Closed | -$75K | – | 605 |
|
|
2022
Q4 | $75K | Sell |
473
-20
| -4% | -$3.17K | 0.05% | 228 |
|
|
2022
Q3 | $68K | Hold |
493
| – | – | 0.04% | 232 |
|
|
2022
Q2 | $63K | Sell |
493
-65
| -12% | -$8.31K | 0.04% | 256 |
|
|
2022
Q1 | $76K | Sell |
558
-107
| -16% | -$14.6K | 0.04% | 252 |
|
|
2021
Q4 | $90K | Buy |
+665
| New | +$90K | 0.05% | 234 |
|